Presenting, Sharing & Client Engagement
Learn how to deliver, customize, and track your presentations to maximize client impact. This section contains articles on personalizing your Homeowner Strategy reports, adding video walk-throughs, utilizing the real-time MortgageCoach LIVE feature, setting up presentation viewing alerts, and integrating lead-capture widgets. Use these resources to streamline how you share insights and engage with your clients.
- Delete an Analysis in MortgageCoach
- Using the Toolbar Feature on the Preview & Highlight page
- How to Distribute & Share a Homeowner Strategy
- Personalize a Homeowner Strategy (HS)
- How to Read a Classic View Presentation
- How to Use MortgageCoach LIVE Feature
- How to Add a Video to Your Homeowner Strategy
- Guided Homeowner Strategy